Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | Director | October 15, 2025 | October 17, 2025 |
| TOTAL SYSTEM SERVICES INCTSS · Entity 154949 | Director · President and COO | February 17, 2017 | February 21, 2017 |
| TransUnionTRU · Entity 2287 | Director | May 12, 2026 | May 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PAYCHEX INC
Report date October 15, 2025 · Filed October 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,770 |
Reported balance
After 2025-10-15 transaction · row 1
1 source rowRow 1 · 2025-10-15 · Grant · Acquired 725 · Balance 11,770 F1: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.52 · Expires 2035-10-14 | Direct | 3,061 |
Reported balance
After 2025-10-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-10-15 · Grant · Acquired 3,061 · Balance 3,061 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $70.37 · Expires 2028-07-11 | Direct | 10,801 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,801 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $85.33 · Expires 2029-07-10 | Direct | 7,929 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,929 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2030-07-14 | Direct | 5,793 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 5,793 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $112.67 · Expires 2031-07-14 | Direct | 5,075 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 5,075 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14 | Direct | 3,027 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,027 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 3,382 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 3,382 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14 | Direct | 3,351 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,351 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 670 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 670 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan.
TOTAL SYSTEM SERVICES INC
Report date February 17, 2017 · Filed February 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $54.47 · Expires 2027-02-16 | Direct | 63,001 |
Reported balance
After 2017-02-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-02-17 · Grant · Acquired 63,001 · Balance 63,001 F1: These options vest in three equal annual installments on February 17, 2018, February 17, 2019 and February 17, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: These options vest in three equal annual installments on February 17, 2018, February 17, 2019 and February 17, 2020.
TransUnion
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,743 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 3,034 · Balance 42,743 F1: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock that vests on the first anniversary of the date of grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 10, 2017 Filed Jan 11, 2017 21:02 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 6,250 | $0.00 Strike: $31.95 | $0.00 |
DisclosureSEC source: 0001209191-17-003345 · doc4.xml · derivative · entry 8 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,250 shares Expires 2018-07-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:02 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 6,000 | $0.00 Strike: $43.91 | $0.00 |
DisclosureSEC source: 0001209191-17-003345 · doc4.xml · derivative · entry 7 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2017-07-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:02 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 6,250 | $61.20 | $382,500.00 |
DisclosureSEC source: 0001209191-17-003345 · doc4.xml · nonDerivative · entry 6 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,791 Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:02 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 6,250 | $24.21 | $151,312.50 |
DisclosureSEC source: 0001209191-17-003345 · doc4.xml · nonDerivative · entry 5 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,041 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:02 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 6,250 | $61.20 | $382,500.00 |
DisclosureSEC source: 0001209191-17-003345 · doc4.xml · nonDerivative · entry 4 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,791 Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:02 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 6,250 | $31.95 | $199,687.50 |
DisclosureSEC source: 0001209191-17-003345 · doc4.xml · nonDerivative · entry 3 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,041 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:02 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 6,000 | $61.20 | $367,200.00 |
DisclosureSEC source: 0001209191-17-003345 · doc4.xml · nonDerivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,791 Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:02 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 6,000 | $43.91 | $263,460.00 |
DisclosureSEC source: 0001209191-17-003345 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,791 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.